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Is a 20-year pause too harsh? The market believes more in "taking a breather first"!
If you ask the market which script it trusts more:
Long-term agreements vs. Short-term compromises
The answer is obvious—
Short-term compromises.
Why?
Because long-term concessions mean structural changes, while short-term easing is just a "tactical adjustment."
The market always leans toward trading "things that are easier to happen."
So this wave of rise, essentially is:
✔ Decreased risk expectations
✔ Rapid emotional recovery
✔ Capital flowing back into highly elastic assets
Why does DeFi rise?
Because it most depends on liquidity; once the market feels "less dangerous," funds rush here first.
Where is the ceiling?
Now it looks more like the first phase of a rebound, not yet entering a full trend.
Simply put: It can still rise, but won't skyrocket all at once.
How to adjust the allocation?
✔ Crude oil: Take profits appropriately at high levels
✔ Cryptocurrency: Gradually add at low levels
✔ Precious metals: Continue hedging
One sentence summary:
The market isn't betting on peace, but on "nothing going wrong."
#加密市场回升